jueves, 30 de mayo de 2013

Today’s articles on Macro View

Editors' Picks

U.S. Inflation: Delayed, Not Denied by Blu Putnam

Markets Ignore Eurozone's Only Choice, And Growth Isn't It by Carlos X. Alexandre

Market Outlook

Cyclical Securities: Too Early? by William Smead

Wall Street Breakfast: Must-Know News by Wall Street Breakfast

Stocks To Keep Moving Up Relative To Treasuries, But Only Relative by Hector_Torres

S&P 500 Price Is 2 Years Ahead Of Earnings by John Early

Sector Rankings Take A Noticeably Bullish Turn by Scott Martindale

But Stocks Don't Tend To Fall When The Fed Tightens Interest Rates by Cullen Roche

1 Overseas Indicator To Watch Every Morning Before Wall Street Opens by BubbleBustInvesting

Triumph Of The Ostriches by GestaltU

ClearTREND U.S. Health Index Still Strong Despite Recent Volatility by Mark Scheffler

Time To Head For The Safety Of The Harbor? by Bill Gunderson

Governments Are Closing Tax Loopholes On Both Sides Of The Atlantic by George Kesarios

It Feels Like Yet Another Bubble by Jake Zamansky

Emerging Markets: A Line In The Sand? by Emerging Money

Heads I Win, Tails You Lose by Keith Springer

S&P 500 PEG Ratio Is Sky High by Stock Traders Daily

Market Catalysts: 1929 Wheat, 2008 Crude Oil, 2013 Interest Rates? by Larry Trefz

The 2 Biggest Risks Facing Stocks Right Now by Eric Parnell

Will We Hold It Wednesday: Russell 975 Is Bust by Philip Davis

Why The Utilities Matter by Duncan Parker

Sell In May: It Ain't Over 'Til Its October by Jim Kelleher

Daily State Of The Markets: Can Yields And Stocks Continue To Rise Together? by David Moenning

Markets Ignore Eurozone's Only Choice, And Growth Isn't It by Carlos X. Alexandre

Today's Market News To Trade On: 5 Stocks Moving On News by Matthew Smith

Gold & Precious Metals

Am I Long Again Iamgold? by Biz Bluetree

Silver Wheaton: A Buy Even With Lower Realized Prices And A Billion Dollar Debt by Jeff Williams

U.S. Dollar Breakout: Gold To $1,250, Silver To $19 By Year End by Mike Williams

Why Invest In Silver Miners? by Mind Spot

GLD Holdings Rise, Stay Above 1,000 Tonnes by Tim Iacono

The Importance Of Gold Mine Supply: A Terrific Opportunity For Gold Investors by Hebba Investments

Precious Metal Investors Amid Equity Bull: Darkest Before Dawn by Emmet Kodesh

30% Corrections In Silver Are Normal by Prudent Finances

ETF Sales Sending Gold From West To East, Mine Production Will Limit Downside by Hard Assets Investor

The Love Trade For Gold Is Still On by Frank Holmes

Flake Graphite Prices Have Bottomed: Simon Moores by The Gold Report

Palladium: The New Gold by Nico Inberg

Sprott Is Bullish On Silver--And Gold--Equities by The Gold Report

Time To Buy Most Hated Asset Class Approaching by Gary Bourgeault

Commodities

Famine, Feast, Floods And Fibonacci: A Look At Commodities And Weather by James Roemer

Risk Averse Farmers May Be Missing Out On Profits From Rising Commodity Prices by Land Commodities

Biodiesel Production Bodes Well For RIN Prices And Margins by Robert Wagner

Energy Milestone: Net Petroleum Imports January-April Fell To 36.2%, Lowest Level In 26 Years by Mark J. Perry

Falling Crack Spreads Cloud Near Term For Refiners by AlphaVN Research

Eagle Ford Shale Sets New Oil Output Record In March, With A 78% Increase From A Year Ago by Mark J. Perry

Just A Sneeze--Or Dutch Disease? by AllianceBernstein

Commodity Chart Of The Day: Soybeans - Legumes Should Break Lower In The Coming Weeks by Matthew Bradbard

Gas Prices Make Another Lower High by Bespoke Investment Group

Sugar: Not So Sweet by Friedberg's Focus on Futures

The Glencore-Xstrata Merger Will Create Significant Operational Synergies by Harlan Kessler

Rio Tinto Is Making The Right Moves To Ensure Its Future by Harlan Kessler

5 Commodity Stocks Moving On News by Matthew Smith

Freeport-McMoRan Offers Scope For Capital Appreciation And An Attractive Yield by Harlan Kessler

Drilling Into The Oilfield Services Companies To Find Long And Short Candidates (Part II) by Value Digger

Economy

Jamie Dimon And The Banking System by John M. Mason

U.S. Inflation: Delayed, Not Denied by Blu Putnam

Vietnam Creates Bad Bank But Not Comprehensive Reform by AlphaVN Research

Macro-Markets Risk Index: Business Cycle Risk Remains Low by James Picerno

QE3 Proves The Fed Is Powerless To Manipulate Interest Rates by Calafia Beach Pundit

Real Median Household Incomes: Up 0.5% In April But Only A Fractional 0.6% YoY by Doug Short

More Signs That A Giant Bubble Is Underway by Pater Tenebrarum

QE And Stock Markets: Boom Or Crash? by Antonio Fatas

So-Called Improving Economy's Metrics Are Wrong by TrimTabs

Be Careful Of Dangerously Misleading Home Price Data by Markos Kaminis

September Looking Good by Tim Duy

Magnetic Hill And The Mystery Of The Jobless Recoveries by Scott Sumner

Q2 2013 U.S. GDP Nowcast by James Picerno

The Truth About Inflation: Prices Don't Deceive, The CPI Does by Ben Kramer-Miller

Russia's Economy ... Dysfunctional But Intact! by QFinance

China's Transition To A Consumer-Based Economy by John Mylant

Why QE Didn't Generate Inflation by Robert Wagner

Forex

EUR Bears Prefer To Remain Quiet by Dean Popplewell

Dollar Bowed By Month End Pressure by Marc Chandler

Will U.S. GDP Data Be Catalyst To Break EUR/USD Out Of 'Pennant' Pattern? by FXstreet

Japanese Investors Step Up Foreign Bond Sales by Marc Chandler

Do Frau Merkel And Friends Have A New Economic Plan? by Ralph Shell

Swiss And Yen Moving Together by Marc Chandler

A Few Thoughts On The EU Recomendations by Marc Chandler

Real Estate

Housing Prices Are On The Rise Again, But Don't Get Caught Holding The Bag by Vahan Janjigian

Higher Rates Exposing Underlying Real Estate Weakness by Markos Kaminis

Reading Rates: MBA Application Survey - May 29, 2013 by Sold At The Top

Mortgage Rates Shoot Up In May by Bespoke Investment Group

Why We Sold Our Homebuilder Stocks: Dilution, Complexity And Valuation by Brian Gilmartin

As The Housing Bubble Inflates: Month 9 by Ironman at Political Calculations


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